Retirement Account Rollovers
Take action to keep your retirement funds under your own management
Have you recently changed jobs? Did you take your 401k or other retirement account with you? If not, we can help!
Schedule some time with Brian to help.
Our most frequently asked questions about retirement account rollovers
Are there time limits to when I can roll over a retirement account?
There are no limits. Old retirement accounts can be transferred anytime. You'll just need proof that the account being moved is yours.
Can growth be more guaranteed?
There are accounts that can be set up that protect against market losses. The important thing is to make sure you regain control of your accounts by rolling them over first!
What are other benefits of rolling over my retirement account?
You can take advantage of tax-deferred growth, which helps if you plan on being in a higher tax bracket in the future. You also have the option to double your income when critically, chronically, or terminally ill.
Shouldn't I just leave the account where it is, since it's already set up?
Probably not. You're likely paying some kind of management fees. Plus, now that you've got new employment, you should have a close eye on your retirement funds. Only you are responsible for your retirement!